The Jurelio Clarity Framework
Every plan we deliver, from a single tax return to a full retirement strategy, follows the same four-phase framework — so you always know what stage you're at and what comes next.
How the Clarity Framework works
Position
We map your full financial position — income, assets, liabilities, and obligations — before a single recommendation is made. Nothing is proposed on assumption.
Plan
Using your goals and risk profile, we draft a written plan with clear numbers, timelines, and trade-offs, presented in language free of industry jargon.
Implement
We execute the agreed plan directly with providers, SARS, or the CIPC on your behalf, keeping you copied on every material step.
Review
Formal reviews — quarterly for investments, annually for tax and estate matters — keep the plan aligned as your life, income, or legislation changes.
The advisers behind every plan
Marcus van der Merwe
Built the Clarity Framework after a decade watching good advice get lost in bad paperwork.
Thandiwe Nkosi
Applies Phase 4 reviews personally to every retirement client on our books.
Priya Govender
Leads Phase 1 positioning work for every business client before any funding advice is drafted.
Accreditations behind the framework
Jurelio operates under full FSCA authorisation, covering investment and long-term insurance advice categories.
Our senior planning team holds Certified Financial Planner accreditation through the FPI.
Jurelio Financial Consulting (Pty) Ltd is registered and in good standing with the CIPC.
See the framework applied to your own numbers
Book a Position-phase consultation and leave with a clearer picture than you walked in with.